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The Orders page is divided into the following sections:

 

Section
Description
Order NameThis shows the Order name and number. The invoice icon appears when an invoice has been printed or emailed on an order. Hovering the mouse over the blue invoice icon will show the date the invoice was printed/emailed.
ActionsThis allows for the following actions to be taken on an Order.
ActionDescription
EditOpens the Order Edit Modal.
Post/UnpostAllows for the order to be posted, meaning the order is ready to be invoiced. A posted order can also be unposted.

Posted orders are locked from changes and are included in the accounts receivable and calculated sales values. (To read more about accounts receivable, see Accounting - Accounts Receivable.) 
Void/UnvoidAllows for the order to be void. A voided order can also be unvoided.

Note: An Order cannot be voided if it has payments on it. The 
payments must first be deleted before voiding the order. (To delete a payment, see Payments - Deleting a Payment)
Print Invoice 
Generates a printed invoice for the selected order. 
    
Note: The option to Print Invoice will not be visible on a voided order.
Email Invoice 
Generates an email with an invoice attachment for the selected order.
     
Note: The option to Email Invoice will not be visible on a voided   order. 
Print Packing SlipGenerates a printed packing slip for the selected order.

Note: At least 1 item must be selected to Print Packing Slip.
Send Shipped Email Generates an email with a Confirmation of Shipping attachment for the selected item.
Print Shipping LabelGenerates a printed shipping label for the selected order.

ReorderCreates a new order from the existing selected order.

Note: Reordering from a past order will copy the customer details identically into your new order, even if those details have been updated to something else in the CRM. 
Convert to QuoteConverts the selected order into a quote.
Records
Allows records for the current order to be viewed. 

Note: The records option will only appear if an email has been sent on the order or item
Order Information Boxes
These boxes provide general information about the selected stock.
Order Date - shows date of order.
Invoice/Not Invoiced - indicates if the order has been invoiced/not invoiced.
# of Items - shows the number of items in the order.
Total - shows the total value of the order.
Paid - shows the total amount of the order that has been paid.
Balance - shows the balance of the order still to be paid.
Items
This shows all items for the selected Order.

For more information, see Items - Items Table.
Customer DetailsThis shows general details for the order and the customer including:
  • Type
  • Status
  • Previous/Reordered Order# or Converted Quote#
  • Customer on the order
  • Contact on the order
  • Receiver 
  • Sales Rep
  • CSR
  • Billing Address on the order
  • Shipping Address on the order
  • Ship Type
  • Invoice Method
  • Terms
  • Tax Type
  • PO Number

Details
This shows invoice and pricing details for the selected order including:
  • Order Date
  • Invoice Date
  • Invoice Due Date
  • Total 
  • Graphic
  • Discount
  • Shipping
  • Postage
  • Subtotal
  • Tax
  • Total
  • Approved Total

For more information on Shipping field, see Shipments - Pricing Hierarchy.

For more information on Invoices, see Orders - Invoices.


 
Payments
This shows Payments for this order.

Click on the pencil icon to edit the payment.
Click the + icon to add a non-credit card payment

Hover mouse over + icon and click Credit Card to make a credit card payment.


For more information, see Orders - Payments.
FilesThis shows any Files for this order.

For more information, see General - Files.
Tasks
This shows any Tasks for this order.
For more information, see General - Tasks.

Notes		This shows any Notes for this order.
For more information, see General - Notes.
Entries

This shows any Entries for this order.


Click on the Entry name to view the entry.
Click the + icon to add an entry.


For more information, see Accounting - Entries.

ShipmentsThis shows any Shipments for this order.
For more information, see Shipments - Creating a Shipment.